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Distance Only Katy, TX
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Tuyet-minh Hoang (CRD# 5247850) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Katy, TX and has over 17 years of experience in the finance industry.
John Hoelscher (CRD# 6007621) is an Investment Advisor Representative working at Equitable Advisors, LLC in Katy, TX and has over 12 years of experience in the finance industry.
Rebecca Hollas (CRD# 6933829) is an Investment Advisor Representative working at Equitable Advisors, LLC in Katy, TX and has over 5 years of experience in the finance industry.
Eduardo Iniguez (CRD# 2618054) is an Investment Advisor Representative working at Brokers Financial in Katy, TX and has over 21 years of experience in the finance industry.
Paul Izzo (CRD# 4714286) is an Investment Advisor Representative working at Russell Investments in Katy, TX and has over 20 years of experience in the finance industry.
Jeffrey Jeffords (CRD# 3234556) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Katy, TX and has over 7 years of experience in the finance industry.
William Keel (CRD# 2661449) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Katy, TX and has over 28 years of experience in the finance industry. William Keel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Keel (CRD# 1485205) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Katy, TX and has over 37 years of experience in the finance industry.
Mark Kenney (CRD# 4599618) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Katy, TX and has over 21 years of experience in the finance industry.
Aaron Langston (CRD# 6678523) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Katy, TX and has over 7 years of experience in the finance industry.